Changelog

Now CustomerIQ will automatically populate any deal property across any open deal after calls, meetings, voice notes, and emails. All completely automatically, no user-input needed.

Once deal properties are configured, CustomerIQ will update the incomplete deal properties from any open deal (across any pipeline) associated with the contact you're speaking to.

This is incredibly helpful in making sure all your deals have all the information needed to close and saves each rep over 1hr per day on data entry.

How to get started

Workspace admins can add deal properties to be tracked from the Properties page in the workspace settings.

Deal properties function just like account and contact properties. Simply add the property, provide a description, and you're all set.

Integrating with your Hubspot CRM

Once your properties are configured you can map them to your Hubspot properties for full CRM automation. Do this from your Hubspot configuration page.